Business Details
Expert Accounting and Tax Services in Lebanon, TN
For over 25 years, our firm has served businesses and individuals in Wilson County and surrounding areas, specializing in professional accounting services, tax planning, and preparation. We maintain a strong focus on the construction and real estate industries while prioritizing attention to detail, exceptional customer service, and community engagement. Our team of certified professionals brings decades of combined experience, including CPAs and Enrolled Agents, who work closely with clients to navigate complex financial landscapes.We are deeply rooted in the Lebanon community, with team members serving on local boards, participating in civic organizations, and supporting regional economic development. Our commitment to transparency, ethical practices, and personalized solutions ensures clients receive reliable guidance tailored to their unique needs.
Services
Accounting Services
Tax Planning
Tax Preparation
IRS Representation
Construction Industry Accounting
Real Estate Accounting
Highlights and features
- We offer 25+ years of experience serving Wilson County businesses and individuals.
- Our team includes certified CPAs and Enrolled Agents with specialized expertise.
- We provide tailored solutions for construction and real estate industry clients.
- Our commitment to community ensures localized, personalized financial guidance.
- We implement secure digital tools for client data protection and accessibility.
Associations and certifications
- CPA
- Enrolled Agent
Services
Accounting Services
We provide comprehensive accounting solutions for businesses and individuals, including financial statement preparation, payroll processing, and bookkeeping. Our team ensures accurate record-keeping and compliance with regulatory requirements. With specialized expertise in construction and real estate industries, we help clients maintain financial clarity and operational efficiency.
Tax Planning
Our proactive tax planning services identify opportunities to minimize liabilities while maintaining compliance. We analyze income, investments, and business operations to develop customized strategies. Certified professionals stay current with evolving tax codes to ensure optimal financial positioning throughout the year.
Tax Preparation
We handle complete tax return preparation for individuals and businesses, including complex filings for construction and real estate entities. Our process ensures accurate documentation submission and timely filing. We specialize in addressing industry-specific deductions and compliance requirements to maximize refunds and minimize audit risks.
IRS Representation
Our Enrolled Agents and CPAs provide professional IRS representation for audits, notices, and collections. We prepare official responses, negotiate settlements, and ensure proper documentation submission. With deep understanding of tax law, we advocate for clients while maintaining compliance with federal regulations.
Construction Industry Accounting
We offer specialized accounting services tailored to construction businesses, including job costing, contract management, and project-specific financial reporting. Our team understands industry-specific challenges like equipment depreciation and subcontractor management. We implement systems to improve cash flow visibility and regulatory compliance for construction firms.
People
James Bryant
CPA
University of Tennessee graduate (1989) and CPA since 1991. Serves on Lebanon Industrial Development Board and Church Missions Network. Specializes in construction and real estate accounting with 30+ years of experience.
Matt Greer
CPA
Local Lebanon resident and CPA since 2006. Former controller/CFO with expertise in audit and tax services. Member of Immanuel Baptist Church. Specializes in business financial strategy and compliance.
Angie Ashford
Senior Accountant
38 years of accounting experience, including 9 years at Bryant & Greer. Expert in accounts receivable/payable and payroll. Successfully managed six company mergers. Specializes in financial process implementation.
Greg Triplett
Enrolled Agent
Tennessee Tech MBA graduate and IRS-licensed Enrolled Agent. Provides specialized tax representation services. Focuses on individual and business tax compliance with 15+ years of local practice experience.
Brenda Ralston
Office Administrator
Business Administration graduate with 5+ years at Bryant & Greer. Manages client relations and office operations. Former HR specialist with experience in multi-state business environments.
Questions
What documents are needed for tax preparation?
For personal taxes, bring income statements and deductions. Businesses need financial records and prior filings. Check our website for detailed checklists.
Do I need to file taxes if I only receive Social Security?
Most Social Security recipients don't need to file, but we recommend consulting our team to confirm your specific situation.
How does the LLC vs. sole proprietorship tax structure differ?
LLCs don't provide tax savings but offer liability protection. They may incur additional state fees and reporting requirements compared to sole proprietorships.
What should I do if I receive an IRS notice?
Immediately scan and email the notice to us. We'll review it and prepare an official response if needed, ensuring proper documentation submission.
How do business extensions work?
Contact us before March 31st to file an extension. Note that extensions only extend filing deadlines, not payment obligations, with final returns due mid-October.
Reviews (1)
Reggie Polk
Feb 16, 2013
Report
I WOULD HIGHLY RECOMMEND JAMES P. BRYANT & HIS TEAM. JAMES BRYANT HAS EXCEEDED MY EXPECTATIONS IN EVERY WAY & HIS ASSOCIATES OFFER THE BEST SERVICE! I AM VERY PLEASED WITH HIS ACCOUNTING SERVICES.YOU SHOULD CHECK THEM OUT. POLK & ASSOCIATES LLC
